The $500B Disruption: From LNG to Jet Fuel and the Cost of Hormuz

The interesting meta-pattern here is how often the tooling around a problem lags the problem itself by 5-10 years. The operational complexity exists, the pain is real, but because it's distributed across many small actors rather than concentrated in a few large ones, the market for structured solutions is slower to develop. That's usually a signal rather than a dead end — it means the first tool that actually fits the workflow has real leverage.